How do I run the monthly reports to see what payments I have received and what is owed to my State and National Association ?
There are a series of reports already set in the system to allow you to print a report showing what has been paid to you over a given period and also what is owing from your Club to the State and National bodies.
Go to “Subscriptions” on the top menu in the blue, then click on “Transactions” on the left hand menu and then “Payments Received”.
Click on the yellow filter symbol located on the right hand side of the screen alongside of the binoculars symbol and enter the dates that you want the reports to include.
Then click on “display” to see the transactions.
If preparing the reports on monies owed to State / National then click on the “categories” heading and select “Manual Payments” (this will include only the cash / cheque / direct deposit payments and exclude the online credit card payments – they will have already been paid to your State and AA) You can then click on the “State” and “National” report buttons to obtain a pdf report showing the individual transactions and the total amount owing for the period.
Refer to your state as to the method they are using to either invoice the club or to have the club pass the monies owed up to it for the State and AA monies collected.
Below are some screen shots showing the area that these reports are located in.
Should you have any problems with generating these reports then please contact the System Administrator to have him show you.
Creation Date: 25/07/12.
